Click Dialer allows you to place calls to contacts and leads in Salesforce – wherever you see a green phone handset icon ().

Below you can find how to dial an individual prospect:

1. Once you have logged into Salesforce, click the Click Dialer icon under the Home/Contacts/Leads tab, to open the Click Dialer control panel.

2. Dial the number and enter the access code to dial into the phone bridge.

3. In Salesforce, find a Contact or Lead you want to call.

NOTE: If Search is enabled in Click Dialer, you can use it to help find a Contact or Lead. Refer to the article How do I search for Contact or Lead within Click Dialer?

4. Click the green phone handset icon () next to the phone number you want to call.

5. Click Dialer places the call.

6. When the call is completed, click Hangup and:

• Log a Call and/or

• Schedule a Followup

If the person does not answer, you can either:

• Leave a voicemail and once completed, log the call and/or schedule a follow up.

• Or, if you have a pre-recorded voicemail you want to use, select it from the dropdown and click Play VM & Hold then log the call and/or schedule a follow up.

Please contact Koncert Support for any questions at support@koncert.com or 603-952-2505.

NOTE: The information provided here is for informational purposes only and should not be considered as a legal advice. Please consult your legal counsel regarding compliance with relevant laws.